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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CROSS BORDER WEALTH, LLC

CRD 288330

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:47cea385-0c9a-1870-b3fe-9ec0e821e4fc

Data as of Apr 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 5
On other graphs: 0
Observed: Apr 3, 2018 to Apr 24, 2026
56 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $222MItem 5.F on the latest filing (2026-04-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $222MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $31.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 7
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 672
Individual clients: 0
High net worth clients: 531
SEC number: 801-114158
CRD: 288330
Filings on the tape: 56
First filed: Apr 3, 2018
Latest filed: Apr 24, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANDONI YTURRALDE	n/a	NEW YORK, NY	6	28	3	no
Fabrice Mercier	Certified Financial Planner	NEW YORK, NY	6	11	1	no
Eric James Glassbrenner	n/a	NEW YORK, NY	4	25	8	no
ANDREW PAUL SCIBETTA	n/a	Pittsburgh, PA	3	19	3	no
Andrew Graham McKay	n/a	NEW YORK, NY	2	21	4	no
SCOTT MICHAEL JONES	n/a	NEW YORK, NY	0	19	2	no
ARDEN GAYLE CRUZ SANTOS	n/a	NEW YORK, NY	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Basa, Michelle Yvonne, Libusada	CHIEF COMPLIANCE OFFICER, HUMAN RESOURCES, INTERNAL AUDIT	Na	yes	02/2022	Jun 22, 2023	Jun 27, 2024
Mercier, Fabrice	MANAGING PARTNER	D	yes	07/2017	Apr 3, 2018	Jun 27, 2024
YTURRALDE, ANDONI	MANAGING PARTNER	D	yes	02/2017	Apr 3, 2018	Jun 27, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Pittsburgh	Pa	United States	3	no
ALABANG MUNTINLUPA	n/a	Philippines	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 24, 2026	$222M	$0	7	7	2	n/a	n/a
2024	Mar 19, 2025	$139M	$0	5	5	2	n/a	n/a
2023	Mar 6, 2024	$100M	$0	7	6	2	n/a	n/a
2022	Mar 13, 2023	$75.2M	$0	6	4	2	n/a	n/a
2021	Mar 9, 2022	$76.4M	$0	5	3	2	n/a	n/a
2020	Mar 23, 2021	$70.0M	$0	5	3	0	n/a	n/a
2019	Mar 20, 2020	$55.0M	$0	5	3	0	n/a	n/a
2018	Mar 28, 2019	$40.2M	$0	4	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	14.3%	0	0	0	3	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$222M	$139M	59.8%	$75.2M	43.4%	7	5	2	2

Relationships

Registered with (11)

← ARDEN GAYLE CRUZ SANTOSAdvisorregistration: current employment
Apr 14, 2026 to presentfactForm ADV
← SCOTT MICHAEL JONESAdvisorregistration: current employment
Nov 21, 2025 to presentfactForm ADV
← Andrew Graham McKayAdvisorregistration: current employment
Jul 26, 2024 to presentfactForm ADV
← ANDREW PAUL SCIBETTAAdvisorregistration: current employment
Dec 1, 2022 to presentfactForm ADV
← Eric James GlassbrennerAdvisorregistration: current employment
Nov 16, 2021 to presentfactForm ADV
← ANDONI YTURRALDEAdvisorregistration: current employment
Dec 10, 2019 to presentfactForm ADV
← Fabrice MercierAdvisorregistration: current employment
Dec 10, 2019 to presentfactForm ADV
← Nicholas Adam NetzerAdvisorregistration: previous registration
Aug 14, 2025 to Feb 20, 2026factForm ADV
← LUKE ANDREW PAPAELIASAdvisorregistration: previous registration
Aug 3, 2023 to Jun 27, 2024factForm ADV
← KARL BRUCHAdvisorregistration: previous registration
Mar 25, 2023 to Apr 26, 2024factForm ADV
← JOSEPH NIEVERA BARRETTOAdvisorregistration: previous registration
Jan 21, 2020 to Oct 19, 2021factForm ADV

Controls (3)

← YTURRALDE, ANDONIOwnerMANAGING PARTNER, ownership code D, individual
Apr 3, 2018 to Jun 27, 2024factForm ADV
← Mercier, FabriceOwnerMANAGING PARTNER, ownership code D, individual
Apr 3, 2018 to Jun 27, 2024factForm ADV
← Basa, Michelle Yvonne, LibusadaOwnerCHIEF COMPLIANCE OFFICER, HUMAN RESOURCES, INTERNAL AUDIT, ownership code NA, individual
Jun 22, 2023 to Jun 27, 2024factForm ADV

Dated events

Occurred
Feb 20, 2026
Advisor changed firm
Nicholas Adam Netzer left Cross Border Wealth, Llc for Leo Wealth Americas, Llc (registered 2026-05-29)
Form ADVobserved 5 days ago
Occurred
Jun 27, 2024
Advisor changed firm
Luke Andrew Papaelias left Cross Border Wealth, Llc for Gessner Wealth Strategies Llc (registered 2024-09-24)
Form ADVobserved 5 days ago
Occurred
Apr 26, 2024
Advisor changed firm
Karl Bruch left Cross Border Wealth, Llc for Edelman Financial Engines (registered 2024-04-26)
Form ADVobserved 5 days ago
Occurred
Jun 22, 2023
Control person joined
Libusada Michelle Yvonne Basa (Chief Compliance Officer, Human Resources, Internal Audit) appeared on Schedule A of Cross Border Wealth, Llc
Form ADVobserved 5 days ago
Occurred
Apr 3, 2018
First Form ADV filing
Cross Border Wealth, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:47cea385-0c9a-1870-b3fe-9ec0e821e4fc
First observed: Apr 3, 2018
Last observed: Apr 24, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CROSS BORDER WEALTH, LLC

CRD 288330

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:47cea385-0c9a-1870-b3fe-9ec0e821e4fc

Data as of Apr 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:14 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANDONI YTURRALDE

n/a

NEW YORK, NY

Fabrice Mercier

Certified Financial Planner

NEW YORK, NY

Eric James Glassbrenner

n/a

NEW YORK, NY

ANDREW PAUL SCIBETTA

n/a

Pittsburgh, PA

Andrew Graham McKay

n/a

NEW YORK, NY

SCOTT MICHAEL JONES

n/a

NEW YORK, NY

ARDEN GAYLE CRUZ SANTOS

n/a

NEW YORK, NY

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Basa, Michelle Yvonne, Libusada

CHIEF COMPLIANCE OFFICER, HUMAN RESOURCES, INTERNAL AUDIT

yes

02/2022

Jun 22, 2023

Jun 27, 2024

Mercier, Fabrice

MANAGING PARTNER

yes

07/2017

Apr 3, 2018

Jun 27, 2024

YTURRALDE, ANDONI

MANAGING PARTNER

yes

02/2017

Apr 3, 2018

Jun 27, 2024

City

State

Country

Employees

Also broker-dealer

Pittsburgh

United States

ALABANG MUNTINLUPA

n/a

Philippines

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 24, 2026

$222M

n/a

2024

Mar 19, 2025

$139M

n/a

2023

Mar 6, 2024

$100M

n/a

2022

Mar 13, 2023

$75.2M

n/a

2021

Mar 9, 2022

$76.4M

n/a

2020

Mar 23, 2021

$70.0M

n/a

2019

Mar 20, 2020

$55.0M

n/a

2018

Mar 28, 2019

$40.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

14.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$222M

$139M

59.8%

$75.2M

43.4%